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Morgan Stanley
MS

647 hedge funds and large institutions have $37.5B invested in Morgan Stanley in 2013 Q2 according to their latest regulatory filings, with 647 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

78.48% more ownership

Funds ownership: 0% → 78.48% (+78%)

48% less call options, than puts

Call options by funds: $784M | Put options by funds: $1.51B

Holders
647
Holders Change
+647
Holders Change %
–
% of All Funds
21.12%
Holding in Top 10
33
Holding in Top 10 Change
+33
Holding in Top 10 Change %
% of All Funds
1.08%
New
647
Increased
–
Reduced
–
Closed
–
Calls
$784M
Puts
$1.51B
Net Calls
-$723M
Net Calls Change
-$723M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
576
B. Riley Wealth Advisors
Florida
$148K +$144K +6,078 New
MCM
577
Manchester Capital Management
Vermont
$140K +$136K +5,733 New
FLC
578
Francis L. Coolidge
$130K +$126K +5,308 New
CAL
579
Capital Analysts LLC
Pennsylvania
$126K +$123K +5,169 New
Toronto Dominion Bank
580
Toronto Dominion Bank
Ontario, Canada
$113K +$109K +4,600 New
PMAM
581
Picton Mahoney Asset Management
Ontario, Canada
$112K +$109K +4,600 New
HCM
582
Horrell Capital Management
Arkansas
$108K +$48.5K +2,046 New
HPBT
583
High Point Bank & Trust
North Carolina
$106K +$103K +4,325 New
SHWM
584
Smith & Howard Wealth Management
Georgia
$104K +$101K +4,250 New
FHC
585
First Horizon Corporation
Tennessee
$104K +$101K +4,262 New
SF
586
Synovus Financial
Georgia
$94K +$90K +3,795 New
CFS
587
Community Financial System
New York
$92K +$89.6K +3,780 New
RIA
588
Regal Investment Advisors
Michigan
$88K +$85.8K +3,618 New
JFGIW
589
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78K +$75.8K +3,197 New
1IC
590
1919 Investment Counsel
Maryland
$71K +$68.5K +2,888 New
EWM
591
Edge Wealth Management
New York
$65K +$63K +2,655 New
FHB
592
First Hawaiian Bank
Hawaii
$56K +$54.5K +2,299 New
Envestnet Asset Management
593
Envestnet Asset Management
Illinois
$52K +$50.7K +2,137 New
AFIA
594
America First Investment Advisors
Nebraska
$49K +$47.4K +2,000 New
CRCP
595
Copper Rock Capital Partners
Massachusetts
$49K +$47.4K +2,000 New
FNBSF
596
First National Bank Sioux Falls
South Dakota
$46K +$44.3K +1,870 New
HR
597
Howe & Rusling
New York
$46K +$45.1K +1,902 New
Thrivent Financial for Lutherans
598
Thrivent Financial for Lutherans
Minnesota
$44.3K +$43.1M +1,815,270 New
EWM
599
Evercore Wealth Management
New York
$43K +$42.1K +1,777 New
WOC
600
West Oak Capital
California
$38.1K +$37K +1,560 New
22 23
24
25 26

MS Hedge Fund Activity: Q2 2013 in Review

647 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Morgan Stanley (MS) for Q2 2013, worth a combined $37.5B.

Buyers outnumbered sellers: 647 funds opened new MS positions and 0 closed out — a net gain of 647 holders — while 0 added to existing stakes and 0 trimmed.

  • 647 institutional investors held Morgan Stanley (MS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $37.5B of Morgan Stanley stock for Q2 2013.
  • 647 funds opened new Morgan Stanley positions in Q2 2013 and 0 closed out, a net change of +647 holders.

Based on aggregated 13F filings for Q2 2013.